Filed April 5, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PEAK RETIREMENT GROUP1 year Service code 13 · EIN 81-0831793 PO BOX 45828 · MADISON, WA 53744 | Contract Administrator | $9,434 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,585 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,423 | $102,553-24.5% | $151,611-48.9% | $66,914+15.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -15.92% | -10.82%-5.1pp | 3.33%-19.3pp | 1.58%-17.5pp |
| Employer contribution / active EE | $4,012 | $4,180-4.0% | $6,166-34.9% | $2,544+57.7% |
| Participant deferral / active EE | $6,575 | $6,641-1.0% | $8,363-21.4% | $4,237+55.2% |
| Admin fee / account holder | $64 | $630-89.9% | $11,616-99.5% | $593-89.3% |